Advocacy Wealth Management Services

Advocacy Wealth Management as of Dec. 31, 2025

Portfolio Holdings for Advocacy Wealth Management

Advocacy Wealth Management holds 142 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Series Trust State Street Spd (SPYM) 10.9 $261M 3.2M 80.22
Blackrock Etf Trust Ishares Us Equit (DYNF) 5.0 $121M 2.0M 60.81
Ishares Tr S&p 500 Val Etf (IVE) 4.7 $111M 525k 212.07
Spdr Series Trust State Street Spd (SPTL) 4.2 $101M 3.8M 26.47
Ishares Tr S&p 500 Grwt Etf (IVW) 4.0 $97M 785k 123.26
Pimco Etf Tr Multisector Bd (PYLD) 4.0 $96M 3.6M 26.68
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 3.9 $93M 2.1M 44.41
Ishares Tr Msci Usa Qlt Fct (QUAL) 3.8 $90M 453k 198.62
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR) 3.7 $88M 912k 95.94
Ishares Tr Eafe Value Etf (EFV) 3.1 $73M 1.0M 71.41
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 2.9 $68M 1.2M 59.28
Pimco Etf Tr Mtg Bkd Secs Act (PMBS) 2.7 $64M 1.3M 49.70
Blackrock Etf Trust Ishares A I Inno (BAI) 2.2 $52M 1.5M 33.30
Doubleline Etf Trust Mortgage Etf (DMBS) 2.0 $49M 977k 49.66
Ishares Tr Msci Usa Mmentm (MTUM) 2.0 $47M 189k 250.31
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 2.0 $47M 1.6M 30.07
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 1.9 $45M 971k 46.81
Blackrock Etf Trust Ishares Us Thema (THRO) 1.8 $44M 1.1M 38.56
Ishares Msci Emrg Chn (EMXC) 1.7 $41M 562k 72.68
Blackrock Etf Trust Ii Ishares Aaa Clo (CLOA) 1.6 $38M 742k 51.74
Pimco Etf Tr Active Bd Etf (BOND) 1.6 $38M 411k 93.08
Alphabet Cap Stk Cl A (GOOGL) 1.4 $33M 105k 313.00
Ishares Gold Tr Ishares New (IAU) 1.3 $31M 379k 81.17
Eli Lilly & Co. (LLY) 1.1 $25M 24k 1074.68
Global X Fds Defense Tech Etf (SHLD) 1.0 $24M 375k 64.79
Fidelity Covington Trust Sml Mid Mltfct (FSMD) 1.0 $24M 546k 44.13
Amazon (AMZN) 1.0 $23M 99k 230.82
NVIDIA Corporation (NVDA) 0.9 $22M 120k 186.50
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.9 $22M 116k 191.56
Microsoft Corporation (MSFT) 0.9 $22M 46k 483.62
Ishares Tr Mbs Etf (MBB) 0.9 $21M 218k 95.22
Visa Com Cl A (V) 0.8 $20M 56k 350.71
Asml Holding N V N Y Registry Shs (ASML) 0.7 $18M 17k 1069.86
Intuit (INTU) 0.7 $16M 25k 662.42
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR) 0.7 $16M 242k 67.64
Apple (AAPL) 0.7 $16M 59k 271.86
Abbott Laboratories (ABT) 0.7 $16M 127k 125.29
S&p Global (SPGI) 0.6 $15M 29k 522.59
Charles Schwab Corporation (SCHW) 0.6 $15M 152k 99.91
Palo Alto Networks (PANW) 0.6 $15M 81k 184.20
Blackrock Etf Trust Ii Ishares Flexible (BINC) 0.6 $15M 276k 52.77
Stryker Corporation (SYK) 0.6 $14M 39k 351.47
Coca-Cola Company (KO) 0.5 $13M 188k 69.91
Arista Networks Com Shs (ANET) 0.5 $13M 100k 131.03
Intercontinental Exchange (ICE) 0.5 $13M 79k 161.96
Uber Technologies (UBER) 0.5 $12M 152k 81.71
Lowe's Companies (LOW) 0.5 $12M 50k 241.16
Servicenow (NOW) 0.5 $12M 77k 153.19
Monster Beverage Corp (MNST) 0.5 $12M 152k 76.67
Edwards Lifesciences (EW) 0.5 $11M 133k 85.25
Take-Two Interactive Software (TTWO) 0.5 $11M 43k 256.03
J.B. Hunt Transport Services (JBHT) 0.4 $11M 55k 194.34
Netflix (NFLX) 0.4 $10M 107k 93.76
Ishares Tr Jpmorgan Usd Emg (EMB) 0.4 $8.6M 89k 96.28
Ishares Tr Core Msci Eafe (IEFA) 0.3 $8.3M 92k 89.46
Adobe Systems Incorporated (ADBE) 0.3 $8.0M 23k 349.99
Accenture Plc Ireland Shs Class A (ACN) 0.3 $7.4M 28k 268.30
Vanguard Index Fds Growth Etf (VUG) 0.3 $6.9M 14k 487.86
Amphenol Corp Cl A (APH) 0.3 $6.8M 50k 135.14
Wisdomtree Tr Artificial Intel (WTAI) 0.2 $5.6M 192k 29.14
Invesco Actively Managed Exc Ultra Shrt Dur (GSY) 0.2 $5.2M 103k 50.25
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.2 $5.2M 52k 100.34
Spdr Series Trust State Street Spd (SPTM) 0.2 $5.2M 63k 82.50
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.2 $5.1M 102k 50.59
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.2 $5.1M 101k 50.86
Workday Cl A (WDAY) 0.2 $5.0M 24k 214.78
Church & Dwight (CHD) 0.2 $4.9M 59k 83.85
Alcon Ord Shs (ALC) 0.2 $4.9M 62k 78.82
Ishares Tr Ultra Short Dur (ICSH) 0.2 $4.7M 93k 50.58
Ishares Tr Msci Global Qual (AQLT) 0.2 $4.0M 143k 28.11
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $3.9M 5.7k 681.92
Invesco Exch Traded Fd Tr Ii Kbw Bk Etf (KBWB) 0.1 $3.2M 38k 84.29
Franklin Templeton Etf Tr Franklin India (FLIN) 0.1 $3.2M 83k 38.59
Ishares Tr Intrm Gov Cr Etf (GVI) 0.1 $3.1M 29k 107.35
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL) 0.1 $3.0M 49k 61.13
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $2.4M 3.9k 627.19
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $2.4M 11k 210.34
Ishares Msci Germany Etf (EWG) 0.1 $1.7M 40k 42.50
Vertiv Holdings Com Cl A (VRT) 0.1 $1.5M 9.5k 162.01
Raymond James Financial (RJF) 0.1 $1.5M 9.3k 160.59
Ishares Core Msci Emkt (IEMG) 0.1 $1.4M 21k 67.22
Meta Platforms Cl A (META) 0.1 $1.3M 2.0k 660.09
Alphabet Cap Stk Cl C (GOOG) 0.1 $1.3M 4.2k 313.80
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.1 $1.3M 40k 32.62
Te Connectivity Ord Shs (TEL) 0.1 $1.3M 5.7k 227.51
Marvell Technology (MRVL) 0.1 $1.3M 15k 84.98
Costco Wholesale Corporation (COST) 0.1 $1.3M 1.5k 862.34
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.1 $1.2M 42k 29.61
Ishares Tr Core S&p500 Etf (IVV) 0.1 $1.2M 1.8k 684.94
Globus Med Cl A (GMED) 0.1 $1.2M 14k 87.31
Ishares Tr Msci Eafe Etf (EFA) 0.0 $1.2M 12k 96.03
Ishares Tr Core Us Aggbd Et (AGG) 0.0 $1.2M 12k 99.88
Corning Incorporated (GLW) 0.0 $1.2M 13k 87.56
Home Depot (HD) 0.0 $1.1M 3.3k 344.10
Ishares Tr Eafe Grwth Etf (EFG) 0.0 $1.1M 9.8k 113.92
Ametek (AME) 0.0 $1.1M 5.4k 205.31
Transunion (TRU) 0.0 $1.1M 13k 85.75
Corpay Com Shs (CPAY) 0.0 $1.0M 3.4k 300.93
TJX Companies (TJX) 0.0 $982k 6.4k 153.61
Broadridge Financial Solutions (BR) 0.0 $977k 4.4k 223.17
Pinterest Cl A (PINS) 0.0 $975k 38k 25.89
Labcorp Holdings Com Shs (LH) 0.0 $972k 3.9k 250.88
Aptiv Com Shs (APTV) 0.0 $949k 13k 76.09
Teradyne (TER) 0.0 $946k 4.9k 193.56
Birkenstock Holding Com Shs (BIRK) 0.0 $939k 23k 40.90
Copart (CPRT) 0.0 $909k 23k 39.15
Abbvie (ABBV) 0.0 $852k 3.7k 228.49
Ishares Tr Core Div Grwth (DGRO) 0.0 $805k 12k 69.42
Dex (DXCM) 0.0 $802k 12k 66.37
Atlassian Corporation Cl A (TEAM) 0.0 $797k 4.9k 162.14
Truist Financial Corp equities (TFC) 0.0 $734k 15k 49.21
Doordash Cl A (DASH) 0.0 $691k 3.1k 226.48
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.0 $666k 1.1k 603.28
Oracle Corporation (ORCL) 0.0 $653k 3.4k 194.91
Steris Shs Usd (STE) 0.0 $626k 2.5k 253.52
Alps Etf Tr Alerian Mlp (AMLP) 0.0 $576k 12k 47.02
Ishares Tr National Mun Etf (MUB) 0.0 $572k 5.3k 107.11
AmerisourceBergen (COR) 0.0 $542k 1.6k 337.75
Johnson & Johnson (JNJ) 0.0 $540k 2.6k 206.95
Euronet Worldwide (EEFT) 0.0 $539k 7.1k 76.11
Ishares Tr TRS FLT RT BD (TFLO) 0.0 $538k 11k 50.46
Ishares Tr Rus Mdcp Val Etf (IWS) 0.0 $518k 3.7k 141.05
Cisco Systems (CSCO) 0.0 $512k 6.6k 77.03
Procter & Gamble Company (PG) 0.0 $503k 3.5k 143.31
Exxon Mobil Corporation (XOM) 0.0 $490k 4.1k 120.33
Pepsi (PEP) 0.0 $455k 3.2k 143.52
Qualcomm (QCOM) 0.0 $435k 2.5k 171.05
McDonald's Corporation (MCD) 0.0 $421k 1.4k 305.63
Simplify Exchange Traded Fun Mbs Etf (MTBA) 0.0 $420k 8.3k 50.41
Electronic Arts (EA) 0.0 $392k 1.9k 204.33
Vanguard Index Fds Value Etf (VTV) 0.0 $390k 2.0k 190.99
Global Payments (GPN) 0.0 $384k 5.0k 77.40
Wal-Mart Stores (WMT) 0.0 $378k 3.4k 111.41
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.0 $337k 7.0k 48.32
Pimco Etf Tr Sr Ln Active Etf (LONZ) 0.0 $309k 6.1k 50.28
Angel Oak Funds Trust Income Etf (CARY) 0.0 $284k 14k 20.83
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.0 $276k 1.3k 211.79
Ishares Tr U.s. Tech Etf (IYW) 0.0 $275k 1.4k 199.68
Vanguard Index Fds Large Cap Etf (VV) 0.0 $248k 789.00 314.80
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 0.0 $230k 2.5k 92.30
Mondelez Intl Cl A (MDLZ) 0.0 $223k 4.1k 53.83
Colgate-Palmolive Company (CL) 0.0 $207k 2.6k 79.02